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SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) Institutional Ownership

$26.57 +0.01 (+0.04%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR Bloomberg Short Term International Treasury Bond ETF (NYSEARCA:BWZ)

Number of
Institutional Buyers
(last 12 months)
56
Total
Institutional Inflows
(last 12 months)
$265.15M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$87.07M
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BWZ Institutional Buying and Selling by Quarter

SPDR Bloomberg Short Term International Treasury Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Lam Group Inc.264,206$7.07M3.5%+20.3%2.402%
7/9/2026 Financial Management Professionals Inc.14,726$394K0.0%-98.4%0.134%
7/9/2026 Legacy Wealth Asset Management LLC30,582$818K0.2%+3.0%0.278%
7/8/2026 NerdWallet Wealth Partners LLC23,421$627K0.2%+15.7%0.213%
5/19/2026Bank of America Corp DE89,287$2.40M0.0%+103.3%0.757%
5/18/2026Royal Bank of Canada212,871$5.73M0.0%+19.1%1.804%
5/16/2026Quantinno Capital Management LP101,032$2.72M0.0%+1.1%0.856%
5/14/2026RMG Wealth Management LLC3,062,058$76.64M9.1%N/A25.950%
5/13/2026Cetera Investment Advisers66,093$1.78M0.0%-5.1%0.560%
5/5/2026 NerdWallet Wealth Partners LLC20,236$545K0.2%N/A0.171%
5/5/2026LFA Lugano Financial Advisors SA7,271$195K0.1%+12.6%0.062%
5/5/2026Checchi Capital Advisers LLC640,878$17.25M0.9%+7.8%5.431%
5/1/2026Fifth Third Bancorp5,374$145K0.0%N/A0.046%
5/1/2026DMC Group LLC178,056$4.79M3.2%+7.6%1.509%
4/28/2026Walkner Condon Financial Advisors LLC252,567$6.80M0.9%+8.3%2.140%
4/27/2026Trademark Financial Management LLC16,401$442K0.2%-29.5%0.139%
4/23/2026Master S Wealth Management Inc.55,827$1.50M0.5%-20.0%0.473%
4/22/2026 Patriot Financial Group Insurance Agency LLC191,424$5.15M0.3%+105.9%1.622%
4/22/2026 Lam Group Inc.219,600$5.91M3.2%+357.3%1.861%
4/20/2026 Park Edge Advisors LLC47,439$1.28M0.3%-78.1%0.402%
4/17/2026 Matthew Goff Investment Advisor LLC564,750$14.11M2.3%N/A4.786%
3/20/2026Purpose Unlimited Inc.20,594$562K0.0%N/A0.170%
2/18/2026Mercer Global Advisors Inc. ADV32,703$896K0.0%-22.0%0.270%
2/18/2026Empowered Funds LLC149,268$4.09M0.0%-54.8%1.234%
2/17/2026Cetera Investment Advisers69,614$1.91M0.0%-0.8%0.575%
2/17/2026DF Dent & Co. Inc.22,300$611K0.0%-58.9%0.184%
2/17/2026Osaic Holdings Inc.1,241,128$34.02M0.0%+2.2%10.257%
2/17/2026Royal Bank of Canada178,735$4.90M0.0%+18.6%1.477%
2/16/2026MML Investors Services LLC34,368$942K0.0%-33.2%0.284%
2/13/2026Transamerica Financial Advisors LLC33,766$926K0.1%-5.4%0.279%
2/13/2026Ieq Capital LLC224,699$6.16M0.0%+54.9%1.857%
2/13/2026Wells Fargo & Company MN34,206$938K0.0%-20.7%0.283%
2/12/2026Jane Street Group LLC232,529$6.37M0.0%+2,343.8%1.922%
2/12/2026Commonwealth Equity Services LLC95,904$2.63M0.0%-2.4%0.793%
2/11/2026Empowered Funds LLC149,268$4.09M0.0%-54.8%1.234%
2/11/2026LPL Financial LLC14,421$395K0.0%-6.1%0.119%
2/11/2026Cerity Partners OCIO LLC30,245$829K0.0%N/A0.250%
2/11/2026 Avalon Capital Management51,535$1.41M0.3%-93.9%0.426%
2/10/2026Goldman Sachs Group Inc.212,022$5.81M0.0%N/A1.752%
2/9/2026Studio Investment Management LLC70,522$1.93M0.4%+7.2%0.583%
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2/6/2026Empirical Asset Management LLC13,529$371K0.1%N/A0.112%
1/30/2026Palisades Hudson Asset Management L.P.20,069$550K0.2%+3.0%0.169%
1/29/2026LFA Lugano Financial Advisors SA6,457$177K0.1%-23.1%0.054%
1/29/2026UBS Group AG186,732$5.12M0.0%-9.2%1.569%
1/29/2026Almanack Investment Partners LLC.527,796$14.47M2.5%+4.3%4.435%
1/28/2026Quent Long Short Global Small Cap Fund LP1,004,228$27.53M2.2%N/A8.299%
1/28/2026Trademark Financial Management LLC23,252$637K0.4%-42.4%0.195%
1/27/2026Checchi Capital Advisers LLC594,355$16.29M0.8%-2.0%4.995%
1/27/2026 Financial Management Professionals Inc.864,501$23.70M2.4%+6.8%7.265%
1/26/2026 Patriot Financial Group Insurance Agency LLC92,991$2.55M0.3%+9.1%0.781%
1/23/2026 Lam Group Inc.48,025$1.32M0.8%N/A0.404%
1/23/2026Assetmark Inc.1,287$35K0.0%-41.2%0.011%
1/21/2026Master S Wealth Management Inc.69,756$1.91M0.7%-76.7%0.586%
1/21/2026DMC Group LLC165,469$4.54M3.0%+47.2%1.390%
1/21/2026Walkner Condon Financial Advisors LLC233,213$6.39M0.9%+6.5%1.960%
1/20/2026Ethos Financial Group LLC14,008$384K0.0%N/A0.118%
1/16/2026 Park Edge Advisors LLC216,156$5.93M1.3%N/A1.702%
1/15/2026 One Plus One Wealth Management LLC9,718$266K0.1%N/A0.077%
1/12/2026 Fiduciary Financial Group LLC14,018$384K0.1%+54.7%0.110%
1/12/2026 Legacy Wealth Asset Management LLC28,614$784K0.2%+4.6%0.225%
1/6/2026 Martin Capital Partners LLC10,395$285K0.1%-8.2%0.082%
12/2/2025Allworth Financial LP1,818$51K0.0%N/A0.013%
11/17/2025Susquehanna International Group LLP17,605$490K0.0%-72.0%0.124%
11/17/2025Mercer Global Advisors Inc. ADV41,940$1.17M0.0%-78.3%0.295%
11/17/2025Bank of America Corp DE56,957$1.59M0.0%+79.8%0.401%
11/17/2025Ameriprise Financial Inc.10,132$282K0.0%N/A0.071%
11/14/2025Creative Planning122,887$3.42M0.0%+14.2%0.865%
11/13/2025UBS Group AG205,608$5.72M0.0%+8.7%1.448%
11/12/2025Cresset Asset Management LLC208,576$5.80M0.0%-30.9%1.469%
11/7/2025Synovus Financial Corp12,273$341K0.0%N/A0.086%
11/7/2025Studio Investment Management LLC65,807$1.83M0.3%+30.9%0.463%
11/5/2025LFA Lugano Financial Advisors SA8,394$233K0.1%+5.1%0.059%
11/5/2025Checchi Capital Advisers LLC606,588$16.88M0.9%+5.9%4.272%
11/5/2025Envestnet Asset Management Inc.136,732$3.80M0.0%-68.5%0.963%
11/3/2025Master S Wealth Management Inc.299,633$8.34M3.6%+2.7%2.110%
11/3/2025Belpointe Asset Management LLC39,237$1.09M0.0%+37.0%0.276%
10/29/2025DMC Group LLC112,419$3.13M2.2%+40.3%0.821%
10/29/2025Walkner Condon Financial Advisors LLC219,051$6.09M1.0%+22.3%1.599%
10/27/2025Quent Capital LLC940,854$26.18M2.2%+4.7%6.868%
10/22/2025 Avalon Capital Management843,388$23.46M5.8%+2.3%6.156%
10/22/2025Almanack Investment Partners LLC.506,049$14.08M2.2%+10.2%3.694%
10/20/2025Laurel Wealth Planning LLC422,830$11.76M6.2%+2.8%3.086%
10/17/2025Trademark Financial Management LLC40,398$1.12M0.7%+66.5%0.295%
10/15/2025 Financial Management Professionals Inc.809,563$22.52M2.3%+2.0%5.909%
10/14/2025 Legacy Wealth Asset Management LLC27,359$761K0.2%+2.4%0.200%
10/10/2025 Fiduciary Financial Group LLC9,062$252K0.0%N/A0.066%
10/8/2025 Patriot Financial Group Insurance Agency LLC85,234$2.37M0.3%+40.1%0.631%
10/6/2025 Heartwood Wealth Advisors LLC6,268$174K0.0%N/A0.046%
10/6/2025 Martin Capital Partners LLC11,320$315K0.1%-6.9%0.084%
9/4/2025Osaic Holdings Inc.84,678$2.38M0.0%+51.4%0.455%
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8/15/2025MML Investors Services LLC53,822$1.51M0.0%+1.2%0.289%
8/15/2025Bank of America Corp DE31,673$889K0.0%+499.5%0.170%
8/14/2025Jane Street Group LLC154,544$4.34M0.0%N/A0.831%
8/14/2025Raymond James Financial Inc.3,284$92K0.0%N/A0.018%
8/14/2025Transamerica Financial Advisors LLC36,236$1.02M0.1%N/A0.195%
8/14/2025Cerity Partners LLC14,514$407K0.0%N/A0.078%
8/13/2025Cresset Asset Management LLC302,046$8.48M0.0%N/A1.624%
8/13/2025CW Advisors LLC1,092,802$30.68M0.3%N/A5.875%
8/12/2025JPMorgan Chase & Co.23,530$660K0.0%N/A0.127%
8/11/2025Empowered Funds LLC404,843$11.35M0.1%N/A2.177%


BWZ Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of SPDR Bloomberg Short Term International Treasury Bond ETF. The most heavily invested institutionals were RMG Wealth Management LLC ($76.64M), Osaic Holdings Inc. ($34.02M), CW Advisors LLC ($30.68M), Quent Long Short Global Small Cap Fund LP ($27.53M), Quent Capital LLC ($26.18M), Checchi Capital Advisers LLC ($17.25M), and Almanack Investment Partners LLC. ($14.47M).Learn more on SPDR Bloomberg Short Term International Treasury Bond ETF's institutional investors.

Of the 63 institutional investors that purchased SPDR Bloomberg Short Term International Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: RMG Wealth Management LLC ($3.06M), Financial Management Professionals Inc. ($1.57M), CW Advisors LLC ($1.09M), Quent Long Short Global Small Cap Fund LP ($1.00M), Avalon Capital Management ($626.53K), Matthew Goff Investment Advisor LLC ($564.75K), and Almanack Investment Partners LLC. ($527.80K).

Institutional investors have bought a total of 9,668,286 shares in the last 24 months. This purchase volume represents approximately $265.15M in transactions.

Of the 22 institutional investors that sold SPDR Bloomberg Short Term International Treasury Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Financial Management Professionals Inc. ($901.14K), Avalon Capital Management ($791.85K), Empowered Funds LLC ($361.24K), Envestnet Asset Management Inc. ($297.68K), Master S Wealth Management Inc. ($245.70K), Park Edge Advisors LLC ($168.72K), and Mercer Global Advisors Inc. ADV ($160.61K).

Institutional investors have sold a total of 3,192,808 shares in the last 24 months. This volume of shares sold represents approximately $87.07M in transactions.


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This page (NYSEARCA:BWZ) was last updated on 7/25/2026 by MarketBeat.com Staff.
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